December 8, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly December 8, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the global expansion of Chinese electronic payment platforms, including in the US.
December 8, 2017 Company Earnings Update Register for Free Access Dollar General (DG) 3Q17 Results: Beats on Revenues and Comps, Narrows EPS GuidanceDollar General reported 3Q17 EPS of $0.93, including a nickel of hurricane-related negative impact, missing the consensus estimate by a penny. Revenues were $5.90 billion, up 11.0% year over year and beating the $5.80 billion consensus estimate.
December 7, 2017 Company Earnings Update Register for Free Access Hudson’s Bay Company (HBC) 3Q17 Results: EPS Misses Guidance, Comps WeakHudson’s Bay Company reported 3Q17 revenues of C$3.2 billion, down 4.2% year over year and slightly below the C$3.4 billion consensus estimate. Adjusted EPS was C$(1.33), versus C$(0.69) in the year-ago quarter and below the C$(0.74) consensus estimate.
December 7, 2017 Company Earnings Update Register for Free Access Vera Bradley (VRA) Fiscal 3Q18 Results: Beats on EPS, Issues Mixed GuidanceVera Bradley reported fiscal 3Q18 adjusted EPS of $0.23, handily beating the $0.14 consensus estimate and up 12.1% year over year. Revenues of $114.1 million were down 9.9% year over year and shy of the $114.8 million consensus estimate.
December 7, 2017 Flash Report Register for Free Access Walgreens Boots Alliance to Acquire a 40% Stake in Chinese Pharmacy Chain GuoDaOn December 6, Walgreens Boots Alliance announced an agreement to invest in China-based Sinopharm Holding Guoda Drugstores (GuoDa)
December 6, 2017 Company Earnings Update Register for Free Access Restoration Hardware (RH) 3Q17 Results: In-Line Results; Company Guides for 2018 EPS Above ConsensusRestoration Hardware reported 3Q17 adjusted EPS of $1.04, up more than 420% year over year and beating the $1.02 consensus estimate. Revenues were $592.5 million, up 7.9% year over year and slightly ahead of consensus.
December 5, 2017 Company Earnings Update Register for Free Access Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Compsyear over year. Adjusted EPS was $0.11, in line with consensus expectations.
December 5, 2017 Flash Report Register for Free Access CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to HealthcareOn December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions.
December 4, 2017 Company Earnings Update Register for Free Access Big Lots (BIG) 3Q17 Results: Beats on EPS, Raises Fourth-Quarter and Full-Year GuidanceBig Lots reported 3Q17 adjusted EPS of $0.06, up from $0.04 in the year-ago quarter and above both the $0.04 consensus estimate and company guidance. Total revenues were $1.11 billion, up 0.5% year over year and slightly below the $1.12 billion consensus estimate.
December 4, 2017 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises GuidanceFive Below reported 3Q17 EPS of $0.18, up 79.9% from the year-ago quarter and beating the consensus estimate of $0.13. Revenues were $252.7 million, up 28.9% year over year and beating the consensus estimate of $246.0 million.
December 1, 2017 Company Earnings Update Register for Free Access Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel GrowthKroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. Excluding fuel, sales were up 1.1% during the quarter. EPS was $0.44, beating the $0.40 consensus estimate.
December 1, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly December 1, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the intensifying battle between retail giants Amazon and Walmart for share of consumers’ e-commerce wallets.
November 30, 2017 Deep Dive Premium Battle of the Titans: Inditex Versus H&M—More Differences than Similarities?Zara and H&M are often spoken of in the same breath—as the fast-fashion invaders that are stealing market share away from mass-market rivals in a number of countries. Yet, despite the similarities, we see some key distinctions between H&M and Zara’s parent company Inditex.
November 29, 2017 Flash Report Register for Free Access Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery PushOcado has signed a deal with Groupe Casino to support Casino’s e-commerce service, beginning with Monoprix.fr.
November 29, 2017 Deep Dive Premium Deep Dive: Singles’ Day Shopping Festival 2017 Review SurveySingles’ Day has grown to become the single-most significant online shopping day in China and the biggest shopping event globally. Following our Singles’ Day Shopping Festival 2017 preview survey in October, which detailed consumer sentiment and buying preferences ahead of the 11.11 event, we conducted a post-Singles’ Day survey to gauge shoppers’ satisfaction with key retailers in China. We detail our key findings in this report.
